Senior Business Development and Client Service Officer

Ashley’s primary focus is with the Sales and Marketing team building and maintaining relationships with current and future clients. Since joining the team in 2016, Ashley has been in integral part of providing clients with an individualized client service experience. She is also responsible for day-to-day operations, coordinating client requests, and assisting in the ongoing communications with current and prospective clients. Ashley also works closely with Anthony Panuto, Head of Trading, as she has been the firm’s back up trader since 2017.

Ashley is a CERTIFIED FINANCIAL PLANNER™ professional. She has earned a Certificate in Financial Planning from New York University School of Professional Studies and received her BA in Business Management from Baldwin Wallace University with a minor in Human Resources.

Ashley was recognized by AdvisorHub as a Top 50 Woman Advisors to Watch* in 2023.

Ashley currently serves on the board of Hope for Kids Geauga. She currently enjoys reliving her youth by coaching her kid’s sports teams. When she isn’t on the softball field or golf course herself, Ashley enjoys spending time with her family and friends exploring the outdoors, traveling, and attending Cleveland sporting events.

Ashley lives in Bainbridge with her wife Jessica and young children Connor and Avery.

Ashley@shakerinvest.com
216-245-0392

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